Recent updates to your Partner Portal allow you to more easily track the projected value, realized value, and status of your legacy gift commitments. Learn more here.
With this new update, you can leverage William (our AI-powered writing assistant) to start a personalized thank you note for a specific legacy gift with just one click, right from Gift Details. Learn more here.
We redesigned all Gift Details pages to create consistency across gift types, improve the quality of information available for each gift, and increase the transparency and actionability of your gift & donor data. Learn more here.
What is a mirror will? How do I know when planned gifts listed in Partner Portal were made as part of spouses' mirror wills? A new feature update makes that data clearer than ever. Learn more here.
Launching in mid-July 2024, the new "Reported DAFs" feature benefits Smart Giving partners by sharing details of a broader range of donor-advised fund grants right in Partner Portal. Learn more about this beta feature here.
When you need a beautifully designed, fully customizable template for print or digital pieces to use in a FreeWill outreach campaign, our Marketing Library has you covered! Learn how to access and use the Library here.
Starting August 31, FreeWill's new planned giving websites will include an optional charitable gift annuity (CGA) calculator to help donors better understand the benefits of a CGA gift. Watch the recording here.
Beginning July 19, 2023 a new homepage dashboard will offer our Planned Giving Suite partners a snapshot of recent results. Watch this video to learn all about it! Watch the recording here.
On June 1, 2023 we sunset "Classic Portal" and updated New Portal to help you identify and review legacy gifts that have been changed or removed from your donors' estate plans. Watch the recording here.
To help you prioritize stewardship of legacy donors who are ready to receive outreach, we're prominently displaying info about their estate plan completion status in Partner Portal. Watch the recording here.
Revocable Living Trusts (RLT) are now available in all 50 states and the District of Columbia for individuals making their estate plan through a FreeWill's partner's custom bequest tool. Watch this video to learn more! Watch the recording here.
Donor Insights provide context to help you deliver the right message at the right time to your FreeWill bequest donors, and create thoughtful and effective stewardship plans based on their specific situations. Watch the recording here.
To help you reach out to estate executors and surviving family members in a timely fashion, this update flags donors in your Partner Portal who are believed to be deceased. Watch the recording here.
Visit our Partner Resources page to learn how market the FreeWill tools to your supporters, and unlock transformative gifts for your cause.
Copyright © 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill’s services is subject to the Terms of Service & Privacy Notice.
